DIMENSIONAL ETF TRUST's ticker is DFAS and the CUSIP is 25434V500. A total of 475 filers reported holding DIMENSIONAL ETF TRUST in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $418,240 | -4.2% | 7,968 | 0.0% | 0.03% | -9.7% |
Q2 2023 | $436,646 | +4.0% | 7,968 | 0.0% | 0.03% | -3.1% |
Q1 2023 | $419,914 | +3.0% | 7,968 | 0.0% | 0.03% | -20.0% |
Q4 2022 | $407,563 | +10.2% | 7,968 | 0.0% | 0.04% | +2.6% |
Q3 2022 | $370,000 | -3.1% | 7,968 | 0.0% | 0.04% | +8.3% |
Q2 2022 | $382,000 | -14.3% | 7,968 | 0.0% | 0.04% | -2.7% |
Q1 2022 | $446,000 | -8.0% | 7,968 | -1.6% | 0.04% | -9.8% |
Q4 2021 | $485,000 | +4.3% | 8,101 | 0.0% | 0.04% | -22.6% |
Q3 2021 | $465,000 | -1.7% | 8,101 | 0.0% | 0.05% | -7.0% |
Q2 2021 | $473,000 | – | 8,101 | – | 0.06% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
RESOURCE CONSULTING GROUP INC | 1,388,339 | $77,830,000 | 26.97% |
Index Fund Advisors, Inc. | 6,896,173 | $386,599,000 | 26.36% |
DIXON FNANCIAL SERVICES, INC. | 615,034 | $34,479,000 | 26.24% |
Heritage Investment Group, Inc. | 547,898 | $30,715,000 | 22.22% |
TCI Wealth Advisors, Inc. | 1,786,609 | $100,158,000 | 15.01% |
M Financial Asset Management, Inc. | 64,592 | $3,621,000 | 15.00% |
Disciplined Equity Management, Inc. | 256,541 | $14,382,000 | 14.41% |
ML & R WEALTH MANAGEMENT LLC | 626,987 | $35,149,000 | 12.98% |
Beaird Harris Wealth Management, LLC | 612,538 | $34,339,000 | 12.41% |
Relaxing Retirement Coach | 332,661 | $18,649,000 | 9.57% |